See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,189 | $126,574+36.0% | $106,213+62.1% | $145,922+18.0% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 15.97% | 224.79%-208.8pp | 116.14%-100.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $9,305 | $3,730+149.4% | $3,171+193.4% | $4,660+99.7% |
| Participant deferral / active EE | $10,004 | $5,724+74.8% | $5,016+99.4% | $6,688+49.6% |
| Admin fee / account holder | $686 | $17,304-96.0% | $11,033-93.8% | $13,397-94.9% |